Jamie
Upson
Stonehearth Capital Management
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About this Advisor
Jamie Upson is a certified financial planner who works out of Danvers, Massachusetts with a total of 18 years of relevant experience. Upson currently works for Stonehearth Capital Management. Upson has gained experience at Wealth Management Group, LLC and Stonehearth Capital Management. Upson has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Massachusetts and Texas. Stonehearth Capital Management is a registered investment company headquartered in Danvers, MA. It controls $286 million in assets between its 1,266 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,266 accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on which services are provided. However, fee types billed by Stonehearth Capital Management can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonehearth Capital Management Brokerage Details
$285,783,580
7
1,266
$225,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jamie Upson Work History
Jamie has been registered as a financial advisor for 18 years.*
Stonehearth Capital Management
Stonehearth Capital Management
Wealth Management Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamie Upson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonehearth Capital Management
Danvers, MA
Danvers, MA
Danvers, MA
Danvers, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
